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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,114 | $88,702-60.4% | $81,780-57.1% | $145,978-75.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 9.93% | 1029.12%-1019.2pp | 776.27%-766.3pp | 550.52%-540.6pp |
| Employer contribution / active EE | $2,543 | $3,084-17.6% | $2,914-12.7% | $4,662-45.5% |
| Participant deferral / active EE | $7,918 | $4,645+70.5% | $4,321+83.3% | $6,690+18.4% |
| Admin fee / account holder | $459 | $8,414-94.5% | $7,384-93.8% | $13,400-96.6% |